+8,398.6%
TPR vs AEHR
+724.2%
+7,674.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +9.0% | -10.0% | -1.6% |
| 7D | +14.2% | -2.4% | +16.6% | +13.7% |
| 30D | +17.1% | -40.1% | +57.1% | +20.3% |
| 3M | -17.7% | -46.3% | +28.6% | -15.4% |
| 6M | -10.2% | -44.6% | +34.4% | -9.7% |
| YTD | +4.9% | +165.3% | -160.4% | -7.3% |
| 1Y | +36.1% | +126.1% | -90.0% | +21.5% |
| 3Y | +416.5% | +132.2% | +284.3% | +337.6% |
| 5Y | +254.8% | +108.3% | +146.5% | +187.6% |
| 10Y | +391.7% | +1,538.2% | -1,146.5% | +224.5% |
| All | +8,398.6% | +724.2% | +7,674.5% | +4,288.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AEHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling